THE SAMWORTH FOUNDATION

Registered charity 1207859 · accounts filings on the Charity Commission register

The Foundation makes grants and donations to charitable causes.

Objects

THE OBJECTS OF THE CIO ARE SPECIFICALLY RESTRICTED TO SUCH OBJECTS OR PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Melton, East Midlands, England (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that the Foundation holds unrestricted assets of £66.7 million, which is significantly above its stated liquidity reserve target of £5 million. The Trustees confirm that assets are adequate to fulfill obligations and there are no material uncertainties regarding the going concern basis. The Foundation reported a net income of £3.7 million for the year, driven by a large donation from Samworth Brothers Limited and investment returns.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Saffery LLP. Discloses 6 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Leadership, per the charity’s website

• Daniela Lloyd-Williams — Chair (source)
• Nathalie Walters — Foundation Director (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2026)

Reported reserves equal ~191.8 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (82% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (02/01/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Dr Daniela Lloyd-Williamschair
• Andrew Fordham
• Belinda Gordon
• Kathryn Carney
• Naeema Ahmed
• Susannah Culloty

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE RUSHWORTH FOUNDATION.

• THE RUSHWORTH FOUNDATION income £44k
• THE SARAH AND PATRICK WILLS FOUNDATION income £55k
• THE CENIARTH FOUNDATION income £79k
• SUE HAMMERSON CHARITABLE TRUST income £161k
• MW (HO) FOUNDATION income £131k
• THE FIDELITY UK FOUNDATION income £12.4m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.